Financial Consultant Partner
3 weeks ago
At Charles Schwab, we're seeking a highly skilled Financial Consultant Partner to join our team. As a trusted partner to our Sr. Financial Consultants, you will play a vital role in deepening new and existing client relationships, uncovering business development opportunities, and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.
Key Responsibilities
- Develop and maintain strong relationships with Sr. Financial Consultants and their practice clients.
- Identify and pursue business development opportunities to drive growth and revenue.
- Support the management of an affluent wealth management practice, providing exceptional service and advice.
- Collaborate with Sr. Financial Consultants to develop and implement financial plans for practice clients.
- Provide ongoing support and guidance to clients, ensuring their financial needs are met and exceeded.
Requirements
- A valid and active Series 7 license is required.
- A valid and active Series 66 (63/65) license is required.
- 3+ years of Financial Services Industry Experience.
- Strong written and verbal communication skills.
- Ability to identify new relationship development opportunities.
- Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
- Ability to uncover and meet client needs and effectively manage client expectations.
- Ability to build and maintain good cross-enterprise working relationships.
- Capability to become a Notary.
- Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
- Openness to manage local events, as needed.
What's in it for you
At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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